Polen Capital Global SMID Company Growth Strategy’s Q3 2022 Investor Letter

Polen Capital, an investment management company, released its “Polen Global SMID Company Growth Strategy” third-quarter 2022 investor letter. A copy of the same can be downloaded here. The portfolio returned -8.88% net of fees in the third quarter compared to -6.04% return for the MSCI ACWI SMID Capitalization Index. Stock selection, sector allocation, and portfolio style led to the underperformance of the strategy in the quarter. In addition, please check the fund’s top five holdings to know its best picks in 2022.